Publications
April 23, 2021
Crash Course in Family Succession – Part 3 The Anatomy of a Deal Newsletter by Eric D. Duffee
April 21, 2021
Business Owner Fireside Chat – Family Transitions Exit Planning Institute Eric D. Duffee interview Jim Grote
March 26, 2021
Crash Course in Family Succession – Part 2 The Anatomy of a Deal Newsletter by Eric D. Duffee
February 26, 2021
Crash Course in Family Succession – Part 1 The Anatomy of a Deal Newsletter by Eric D. Duffee
February 11, 2021
2021 M+A Outlook by Aaron Weir + Eric Duffee; Kevin Schwab + Michael Shaw, Copper Run Capital
August 6, 2020
Latest PPP Guidance Provides More Pieces to the PPP Puzzle by Cody E. Myers
August 3, 2020
SLATs Provide Tax Savings Now that Are Not Guaranteed in the Future by Tom Sigmund + Cody E. Myers
July 1, 2020
5 Tips for Making the Most of Your PPP Funds Columbus Business First by Cody E. Myers
June 10, 2020
The 10 Most Important Developments in the New “PPP Flexibility Act“ by Cody E. Myers
May 29, 2020
New SBA Forgiveness Guidance Offers Clarity + Comfort for Borrowers by Cody E. Myers
May 21, 2020
IRS Offers Important Guidance on Deductions for Trusts + Estates by Tim Wilson + Mark Reitz
May 21, 2020
What We Know (and Don’t) About the New PPP Forgiveness Application by Cody E. Myers
May 13, 2020
7 Important PPP Questions Answered by Cody E. Myers
May 5, 2020
Acquisition Strategy + “Main Street” Lending: Key Considerations by Aaron J. Weir
May 1, 2020
Technology Procurement in the Face of COVID-19: 4 Recommendations to Avoid Pitfalls in the Haste for Tech by Jen Vessells
April 24, 2020
The Post-Pandemic Future for M+A Activity The Anatomy of a Deal Newsletter by Eric D. Duffee + William J. Levendusky
April 21, 2020
Strategies to Maximize Your PPP Loan Funds + Forgiveness E-mployment Alert by Cody E. Myers, Danielle Crane + Brendan Feheley
April 14, 2020
IRS Provides Relief to Executors + Trustees by Tim Wilson
April 10, 2020
How to Compare and Combine the PPP and EIDL for Small Businesses by Cody E. Myers
April 2, 2020
Are Ohio’s Commercial Landlords and Lenders Now Required to Give a 90-day Reprieve? by Michael L. Schottenstein
November 21, 2019
Is an ESOP Right for You? The Art of Business Succession Planning Workshop Everhart Advisors Workshop presented by Todd M. Kegler + Ted Lape, Lazear Capital Partners
February 14, 2019
Business Succession Planning AWCI webinar presented by Todd M. Kegler
April 28, 2018
Estate Planning + Asset Protection presented by Eric D. Duffee + Kristine Madzia
April 13, 2017
ESOP: The Basics Society of Financial Professionals, Columbus Chapter presented by Tom Sigmund + Ted Lape of Lazear Capital Partners
December 12, 2016
Enhancing Your Qualified Retirement Plan Program 2016 Mega Tax Conference presented by Tom Sigmund
July 15, 2013
New Asset Protection Opportunities in Ohio Kegler Brown Creditors' Rights + Bankruptcy Alert by Tom Sigmund
April 29, 2013
Ohio Adopts Advanced Creditor-Proof Trust Provisions Kegler Brown Creditors' Rights + Bankruptcy Alert by Tom Sigmund
March 1, 2013
Legal checkup: How yearly business reviews with an attorney prevent costly legal hassles Smart Business Erin Cleary Herbst Interviewed by Roger Vozar
January 17, 2013
Tax-Effective Retirement Planning: Should You Adopt a Cash Balance Pension Plan? Kegler Brown Employee Benefits Update by Tom Sigmund
May 1, 2012
How to prepare to sell your company Smart Business Eric D. Duffee Interviewed by Lisa Murton Beets
